Wealth Management in Minot, ND

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List of Firms

Minot, ND Wealth Management Firms

Voya Financial
SEC File# 801-46585
CRD# 2882
3 out of 5
Location 2000 21st Ave NW, Minot, ND 58703, USA
Phone (877) 882-5050
Language http://voya.com/
Directions
Wald Accounting & Tax PLLC
Location 900 N Broadway #201, Minot, ND 58703, USA
Phone (701) 578-8567
Language http://www.waldtax.com/
Directions
Mainstream Investors
Location 2501 6th St SW, Minot, ND 58701, USA
Phone (701) 837-4780
Language http://www.mainstreamnd.com/Contact
Directions
Edward Jones - Financial Advisor: Greg Tschetter, AAMS™
SEC File# 801-3297
CRD# 250
Location 1000 31st Ave SW Suite B, Minot, ND 58701, USA
Phone (701) 838-5879
Language https://www.edwardjones.com/us-en/financial-advisor/greg-tschetter
Directions
Marchelle Mantz - COUNTRY Financial representative
4 out of 5
Location 2050 36th Ave SW Ste 101, Minot, ND 58701, USA
Phone (701) 852-2090
Language https://representatives.countryfinancial.com/marchelle.mantz
Directions
IPM, Inc. Minot Rentals & Property Management Services
4 out of 5
Location 408 N Broadway, Minot, ND 58703, USA
Phone (701) 852-1157
Language http://minotrentals.com/
Directions
Edward Jones - Financial Advisor: Ginger Quam, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1600 2nd Ave SW Suite 28, Minot, ND 58701, USA
Phone (701) 839-6113
Language https://www.edwardjones.com/us-en/financial-advisor/ginger-quam
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Jessie L Seideman
SEC File# 801-3297
CRD# 250
Location 1829 S Broadway Suite 3, Minot, ND 58701, USA
Phone (701) 837-0432
Language https://www.edwardjones.com/us-en/financial-advisor/jessie-seideman
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Wealth Management in Minot, ND

Where Wealth Management Advisors in Minot, ND Serve

Nestled in the heart of North Dakota lies the vibrant city of Minot, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Scandinavian Heritage Park to the historic Roosevelt Park Zoo, Minot offers endless opportunities for exploration and adventure. The city's top employers include Trinity Health, Minot State University, and the Minot Air Force Base, providing ample job opportunities for residents and newcomers alike. Major highways such as US-83 and ND-2 run through the city, connecting Minot to neighboring towns and cities. The city's neighborhoods, including the charming downtown district and the family-friendly North Hill, offer a diverse range of housing options for individuals and families of all backgrounds. With its rich history, bustling economy, and welcoming community, Minot is truly a city like no other.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Minot, ND can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals and businesses in the form of loans, mortgages, and lines of credit. This is particularly important in Minot, ND, which is known for its harsh winters and unpredictable weather patterns. For instance, a bank can offer loans to residents who need to repair or replace their homes after a natural disaster, such as a flood or tornado. Additionally, a bank can provide investment and savings options to help residents plan for their future. This is especially crucial in Minot, ND, where the economy is heavily reliant on the oil and gas industry, which can be volatile. By investing in stocks, bonds, and mutual funds, residents can diversify their portfolios and protect themselves against economic downturns. Furthermore, a bank can offer financial education and resources to help residents make informed decisions about their money. This can include workshops on budgeting, credit management, and retirement planning.

Insurance Broker

Residents of Minot, ND would benefit from an insurance broker in a multitude of ways. Firstly, an insurance broker could assist in finding the right insurance plan for residents who are affected by the frequent floods that occur in the area. Due to Minot's location in the Souris River Valley, residents are at high risk for flood damage and may need specific coverage to protect their homes and belongings. Additionally, an insurance broker could help residents navigate the complex and ever-changing healthcare system, ensuring they have access to the best medical care available in the area. Furthermore, an insurance broker could provide guidance on liability insurance for residents who own businesses or rental properties, as well as provide advice on how to protect themselves and their assets in case of a lawsuit. Overall, an insurance broker would be an invaluable resource for Minot residents in navigating the often confusing world of insurance and protecting themselves and their families from financial hardship.

Retirement Planning

Residents of Minot, ND can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals in Minot navigate the complex world of retirement planning, including understanding tax laws and investment options. This is particularly important for residents of Minot, as the city is known for its extreme temperature fluctuations, which can impact the local economy and job market. Secondly, a retirement planner can help residents of Minot create a personalized retirement plan that takes into account their unique financial situation and goals. This is crucial, as Minot is a rapidly growing city with a diverse population, and each individual's retirement needs may vary. Finally, a retirement planner can provide ongoing support and guidance throughout the retirement planning process, helping residents of Minot stay on track and adjust their plans as necessary. With the help of a retirement planner, residents of Minot can feel confident and prepared as they approach retirement.

Financial Advisor

Residents of Minot, ND can benefit greatly from the assistance of a financial advisor. With the city's economy heavily reliant on the oil industry, it is important for residents to have a solid financial plan in place to prepare for any potential fluctuations in the market. A financial advisor can help residents navigate the complexities of investing in the oil industry, as well as provide guidance on other investment opportunities. Additionally, Minot experiences extreme weather conditions, with harsh winters and occasional flooding. A financial advisor can help residents prepare for unexpected expenses related to weather events, such as home repairs and insurance claims. Overall, a financial advisor can provide valuable insight and support to help Minot residents achieve their financial goals and weather any financial storms that may come their way.

Mortgage Loan Officer

Residents of Minot, ND can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in navigating the complex process of securing a mortgage, ensuring that residents are able to find the best possible rates and terms for their unique financial situation. With the unique challenges presented by life in Minot, such as the harsh winters and often unpredictable weather patterns, it is especially important for residents to have a mortgage that is tailored to their needs. A skilled loan officer can help residents to understand the various options available to them, from fixed-rate mortgages to adjustable-rate mortgages, and can provide valuable guidance on how to choose the right one for their specific circumstances. Additionally, a loan officer can help residents to understand the various fees and costs associated with obtaining a mortgage, and can work to negotiate better terms on their behalf. Overall, the expertise of a mortgage loan officer can be invaluable for residents of Minot, ND as they work to secure the financing they need to achieve their financial goals.

Tax Services

Residents of Minot, ND could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could provide assistance is in navigating the tax implications of the oil industry. Minot is located in the Bakken Formation, a region rich in oil and natural gas. As a result, many residents may be employed in the oil industry or have investments in related businesses. A tax advisor could help these individuals understand the tax implications of their income and investments, as well as identify potential deductions or credits they may be eligible for. Additionally, a tax advisor could assist Minot residents with planning for the future, such as creating tax-efficient retirement plans or estate plans. With their knowledge of tax law and regulations, a tax advisor could help residents of Minot save money and ensure they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Minot, ND can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help residents of Minot, ND with drafting wills, trusts, and other estate planning documents that are legally binding and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can provide guidance on minimizing estate taxes, ensuring the protection of assets from creditors and lawsuits, and planning for long-term care needs. Given the harsh winter conditions and extreme weather patterns that are common in Minot, ND, an estate planning lawyer can also help residents plan for unexpected events, such as natural disasters, that may impact their assets and finances. In short, an estate planning lawyer can help residents of Minot, ND prepare for the future and protect their assets and loved ones.

Minot, ND Financial Resources

Minot, ND Chamber of Commerce

https://minotchamberedc.com/

Minot, ND City Hall

https://www.minotnd.gov/

Minot, ND Public Library

https://www.minotlibrary.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Minot, ND can provide a range of services to help clients achieve their financial goals. From investment management to retirement planning, a wealth manager can provide tailored advice and guidance to help clients grow and protect their wealth. One specific challenge that clients in Minot, ND may face is the volatile energy market. As a major hub for oil and gas production, the local economy is heavily influenced by fluctuations in energy prices. A skilled wealth manager can help clients navigate this uncertainty by developing a diversified portfolio that includes investments in other sectors and asset classes. Additionally, they can provide guidance on tax-efficient investing strategies to help clients minimize their tax burden and maximize their returns. With their expertise and experience, a wealth manager in Minot, ND can help clients achieve financial security and peace of mind.

Minot, ND is the ideal spot to seek out a wealth manager due to its thriving economy and unique financial landscape. With a diverse range of industries, from agriculture to energy, Minot offers a wealth of opportunities for investors looking to grow their portfolios. Additionally, the city's strategic location near major transportation routes and its close proximity to Canada make it an attractive hub for international trade. This complex financial environment requires a skilled and experienced wealth manager who can navigate the intricacies of the market and provide tailored investment strategies. The abundance of resources and expertise available in Minot make it the perfect place to find a wealth manager who can help you achieve your financial goals.